Kev tsov rog ntawm lub teb chaws Ottoman thiab lub nceeg vaj tau hais txog ob qho tseem ceeb thiab tsis tseem ceeb.Kev ua tsov ua rog feem ntau yog tawm tsam ntawm thaj chaw tsis sib haum xeeb thiab qee zaus ntawm cov txij nkawm raug nyiag.West Asia muaj caws pliav los ntawm kev tsis sib haum xeeb ntawm cov roj thiab cov ciam teb tsis sib haum.Txawm hais tias cov qauv tom qab Tsov Rog Ntiaj Teb Zaum II tau nyob rau ntawm qhov chaw, cov txheej txheem raws li kev cai thoob ntiaj teb nce ntxiv yuam cov teb chaws los koom nrog kev ua tsov rog tsis zoo.Ib qho kev ua tsov rog tshiab tsis yog kev lag luam geo-economic tau sullen.Zoo li txhua yam hauv ntiaj teb kev sib raug zoo no, Is Nrias teb yuav tsum tau koom nrog thiab yuam kom xaiv txoj haujlwm, tab sis qhov kev tsis sib haum xeeb tau ua rau nws qhov tseem ceeb thiab cov tswv yim tseem ceeb.Economic zog.Nyob rau hauv cov ntsiab lus ntawm kev tsis sib haum xeeb ntev, tsis muaj kev npaj yuav ua rau Is Nrias teb mob hnyav heev.
Semiconductor chips tau dhau los ua me thiab ntau dua txhua xyoo, ua rau muaj kev sib ntaus sib tua ntawm superpowers.Cov chips silicon no yog ib feem tseem ceeb ntawm lub ntiaj teb niaj hnub no, uas tuaj yeem txhawb kev ua haujlwm, kev lom zem, kev sib txuas lus, kev tiv thaiv hauv tebchaws, kev kho mob, thiab lwm yam.Hmoov tsis zoo, cov khoom siv hluav taws xob tau dhau los ua ib qho kev sib ntaus sib tua rau kev siv tshuab tsis sib haum xeeb ntawm Tuam Tshoj thiab Tebchaws Meskas, nrog txhua lub zog loj sim ua kom muaj kev tswj hwm kev tswj hwm.Zoo li ntau lwm lub tebchaws tsis muaj hmoo, Is Nrias teb zoo li nyob hauv qab teeb taws.
Is Nrias teb lub xeev chaotic tuaj yeem ua tau zoo tshaj plaws los ntawm qhov tshiab cliché.Zoo li tag nrho cov teeb meem yav dhau los, cov cliché tshiab tau txais nyiaj hauv kev tsis sib haum xeeb: semiconductors yog cov roj tshiab.Qhov kev piv txwv no coj lub suab tsis zoo rau Is Nrias teb.Ib yam li qhov tsis ua tiav ntawm kev kho lub teb chaws cov tswv yim roj cia rau ntau xyoo lawm, tsoomfwv Indian kuj tseem ua tsis tiav los tsim kom muaj kev tsim khoom siv hluav taws xob semiconductor rau Is Nrias teb lossis ruaj ntseg cov txheej txheem chipset khoom siv.Muab hais tias lub teb chaws tso siab rau cov ntaub ntawv thev naus laus zis (IT) thiab cov kev pabcuam cuam tshuam kom tau txais kev cuam tshuam rau thaj chaw kev lag luam, qhov no yog qhov xav tsis thoob.Hauv ob xyoos dhau los, Is Nrias teb tau tham txog kev tsim kho vaj tse ntawm fab, tab sis tsis muaj kev vam meej.
Lub Tsev Haujlwm Saib Xyuas Hluav Taws Xob thiab Kev Lag Luam tau caw ib zaug ntxiv rau lub hom phiaj los qhia nws lub hom phiaj "tsim / nthuav tawm cov khoom siv hluav taws xob semiconductor wafer / khoom tsim khoom (fab) hauv Is Nrias teb lossis tau txais cov chaw tsim khoom semiconductor sab nraud Is Nrias teb" kom rov ua txoj haujlwm no.Lwm qhov kev xaiv siv tau yog kom tau txais cov chaw tsim khoom uas twb muaj lawm (ntau qhov uas tau raug kaw thoob ntiaj teb xyoo tas los, nrog peb hauv Suav teb ib leeg) thiab tom qab ntawd hloov lub platform mus rau Is Nrias teb;txawm li ntawd los, nws yuav siv sijhawm li ob mus rau peb xyoos kom tiav.Cov tub rog kaw tau raug thawb rov qab.
Nyob rau tib lub sijhawm, kev cuam tshuam ob ntawm geopolitics thiab cov saw hlau cuam tshuam los ntawm kev sib kis tau ua rau muaj kev cuam tshuam ntau yam kev lag luam hauv Is Nrias teb.Piv txwv li, vim muaj kev puas tsuaj rau cov kav xa hluav taws xob nti, kev xa khoom ntawm lub tuam txhab tsheb tau txuas ntxiv.Feem ntau cov tsheb niaj hnub nyob ntawm qhov loj ntawm ntau yam tseem ceeb ntawm cov chips thiab cov khoom siv hluav taws xob.Tib yam siv rau lwm yam khoom siv nrog lub chipset ua lub hauv paus.Txawm hais tias cov chips laus tuaj yeem tswj hwm qee yam haujlwm, rau cov ntawv thov tseem ceeb xws li kev txawj ntse (AI), 5G tes hauj lwm lossis cov phiaj xwm kev tiv thaiv, cov haujlwm tshiab hauv qab 10 nanometers (nm) yuav xav tau.Tam sim no, tsuas muaj peb lub tuam txhab tsim khoom hauv ntiaj teb uas tuaj yeem tsim 10nm thiab hauv qab no: Taiwan Semiconductor Manufacturing Company (TSMC), South Kauslim Samsung thiab American Intel.Raws li cov txheej txheem nyuaj nce exponentially thiab lub tswv yim tseem ceeb ntawm cov chips nyuaj (5nm thiab 3nm) nce, tsuas yog peb lub tuam txhab tuaj yeem xa khoom.Tebchaws Asmeskas sim kom muaj Tuam Tshoj txoj kev vam meej los ntawm kev rau txim thiab kev cuam tshuam kev lag luam.Ua ke nrog kev tso tseg ntawm Suav cov cuab yeej siv thiab cov chips los ntawm cov phooj ywg thiab cov phooj ywg hauv lub tebchaws, qhov kev sib txuas ntawm cov kav dej txuas ntxiv no tau txuas ntxiv.
Yav dhau los, ob yam cuam tshuam kev nqis peev hauv Indian fabs.Ua ntej, tsim kom muaj kev sib tw wafer fab yuav tsum muaj peev txheej loj.Piv txwv li, Taiwan Semiconductor Manufacturing Company (TSMC) tau cog lus tias yuav nqis peev US $ 2-2.5 billion los tsim cov chips qis dua 10 nanometers hauv lub Hoobkas tshiab hauv Arizona, Tebchaws Asmeskas.Cov chips no xav tau lub tshuab lithography tshwj xeeb uas raug nqi ntau dua $ 150 lab.Kev khaws nyiaj ntau npaum li no yog raws li cov neeg siv khoom thiab qhov kev thov rau cov khoom tiav.Is Nrias teb qhov teeb meem thib ob yog qhov tsis txaus thiab tsis muaj peev xwm muab tau los ntawm kev tsim kho vaj tse xws li hluav taws xob, dej thiab kev thauj mus los.
Muaj qhov thib peb qhov tseem ceeb zais zais rau hauv keeb kwm yav dhau: qhov tsis muaj peev xwm ntawm tsoomfwv kev ua.Zoo li tag nrho cov nom tswv yav dhau los, tsoomfwv tam sim no kuj tau qhia txog kev ua phem thiab kev ua phem.Cov neeg ua lag luam xav tau kev paub ntev ntev hauv txoj cai tswjfwm.Tab sis qhov no tsis txhais hais tias tsoomfwv tsis muaj txiaj ntsig.Ob lub Tuam Tshoj thiab Tebchaws Meskas yog qhov tseem ceeb rau kev lag luam semiconductors.TSMC qhov kev txiav txim siab los nqis peev hauv Arizona tau tsav los ntawm tsoomfwv Meskas ntxiv rau tsoomfwv Suav uas paub zoo txog kev cuam tshuam hauv lub tebchaws IT sector.Cov qub tub rog Democrat Chuck Schumer (Chuck Schumer) tam sim no nyob rau hauv US Senate rau bipartisan kev koom tes los muab lub xeev cov nyiaj pab rau cov tuam txhab uas nqis peev hauv fabs, 5G tes hauj lwm, txawj ntse txawj ntse thiab quantum xam.
Thaum kawg, qhov kev sib cav yuav yog kev tsim khoom lossis kev tsim tawm.Tab sis, qhov tseem ceeb tshaj, tsoomfwv Indian yuav tsum tau cuam tshuam thiab ua ob tog kev ua, txawm tias nws yog tus kheej nyiam, kom ntseeg tau tias muaj kev sib txuas lus sib txuas lus nti, tsis hais nws daim ntawv.Qhov no yuav tsum yog nws qhov chaw tsis sib haum xeeb tseem ceeb.
Rajrishi Singhal yog tus kws tshaj lij txoj cai, sau xov xwm thiab sau ntawv.Nws tus lej Twitter yog @rajrishisinghal.
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Post lub sij hawm: Mar-29-2021